Associate Client Executive

Allied Benefit Systems; Chicago (IL); Remote; USD 70,000 - 140,000; Full time

Job summary

A leading company in health benefits solutions is seeking an Associate Client Executive in Chicago. This role focuses on client relationship management and requires expertise in account management and knowledge of medical benefit plans. The ideal candidate will be organized, detail-oriented, and possess strong communication skills, ensuring excellent service and support to clients. A competitive salary and benefit package are offered.

Benefits

Medical, Dental, and Vision Insurance

Generous Paid Time Off

Tuition Reimbursement

Technology Stipend

Qualifications

• At least 1 year of experience in an account management role required.
• Working knowledge of employee medical benefit plans.
• Experience with Group health insurance and self-funded health plans preferred.

Responsibilities

• Manage and nurture client relationships, driving retention and growth.
• Assist in resolving routine problems by working with appropriate departments.
• Produce and analyze Ad Hoc reporting when requested.

Skills

Communication

Organization

Time Management

Education

College degree or equivalent work experience

Tools

Microsoft Office

Job description

Job Details

Job Location: Allied Benefit Systems - CHICAGO, IL

Position Type: Full Time

Salary Range: $70000.00 - $140000.00 Salary

Job Category: Sales & Client Executive & Revenue Ops

Description

POSITION SUMMARY

The Associate Client Executive will be responsible for managing and nurturing client relationships, driving the retention and growth of a portfolio. They will also be the dedicated liaison for their own portfolio of clients, providing them with excellent service and support. This position is client-focused and has the ability to build relationships and retain a book of business for the company.

ESSENTIAL FUNCTIONS

• Manage the renewal processes, collaborating with account management and underwriting for renewals on the assigned book of business.
• Position and showcase products, rates, stop loss, and expanded product portfolios to increase sales and maximize revenue.
• Process receipts and prepare Requests for Proposals (RFPs) to send to underwriting and stop loss vendors.
• Perform routine operational tasks associated with evaluating an RFP (e.g., disruption).
• Act as a client-facing representative, providing support during open enrollments, independently conducting open enrollment presentations, and effectively addressing member issues.
• Assist in resolving routine problems (i.e., underwriting, reporting, billing, employer, and member concerns, etc.) by working with the appropriate departments and the Account Manager to ensure resolution.
• Help facilitate the renewal of existing cases by managing claim reviews, stop loss marketing, and setting service level expectations.
• Produce and analyze Ad Hoc reporting when requested from the client/broker/Account Executive.

• Other duties as assigned.

EDUCATION

• College degree or equivalent work experience required.

EXPERIENCE AND SKILLS

• At least 1 year of experience in an account management role required.
• Working knowledge of employee medical benefit plans.
• Experience with Group health insurance and self-funded health plans preferred.
• Excellent written and verbal communication skills.
• Intermediate level work experience with Microsoft Office, Word, Excel Access, and Power Point software applications.
• Proven ability to deliver public presentations, presenting benefits and compliance information in a clear and engaging manner.
• Must be organized and detail-oriented.

POSITION COMPETENCIES

• Job Knowledge

• Time Management
• Accountability
• Communication
• Initiative
• Customer Focus

CERTIFICATES & LICENSES

• Producer's license preferred but not mandatory

PHYSICAL DEMANDS

• Computer work, long periods of sitting

WORK ENVIROMENT

• Remote

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

Qualifications